+676.0%
DHI vs UUUU
-92.8%
+768.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.1% |
| 7D | -3.4% | -10.5% | +7.1% | -2.6% |
| 30D | -5.4% | -10.5% | +5.1% | -4.7% |
| 3M | -10.4% | -14.1% | +3.7% | -9.7% |
| 6M | -2.8% | -35.5% | +32.7% | -0.4% |
| YTD | -3.4% | -10.9% | +7.5% | -4.5% |
| 1Y | -22.9% | +3.4% | -26.3% | -25.6% |
| 3Y | +20.7% | +73.1% | -52.4% | +8.2% |
| 5Y | +62.1% | +87.1% | -25.0% | +40.2% |
| 10Y | +410.4% | +463.0% | -52.6% | +274.4% |
| All | +676.0% | -92.8% | +768.8% | +426.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling